vcenter Chargeback Manager Installation and Upgrade Guide

Transcription

1 vcenter Chargeback Manager Installation and Upgrade Guide vcenter Chargeback Manager This document supports the version of each product listed and supports all subsequent versions until the document is replaced by a new edition. To check for more recent editions of this document, see EN

2 vcenter Chargeback Manager Installation and Upgrade Guide You can find the most up-to-date technical documentation on the VMware Web site at: The VMware Web site also provides the latest product updates. If you have comments about this documentation, submit your feedback to: Copyright 2013 VMware, Inc. All rights reserved. Copyright and trademark information. VMware, Inc Hillview Ave. Palo Alto, CA VMware, Inc.

3 Contents About the Guide 5 1 Introduction to vcenter Chargeback Manager 7 What Is Chargeback 7 Chargeback Solution for Virtual Environments 7 Overview of vcenter Chargeback Manager 8 Supported Product Integration 9 2 System Requirements 11 Hardware Requirements 11 Software Requirements 12 3 Install and Upgrade Prerequisites 15 Network Management Prerequisites 15 Database Management Prerequisites 16 Other System Prerequisites 18 Pre-installation Checklist 19 Download and Extract the vcenter Chargeback Manager Installer 20 4 Installing vcenter Chargeback Manager 21 Install vcenter Chargeback Manager 21 Create a vcenter Chargeback Manager Cluster 26 Install vcenter Chargeback Manager with an Existing Database Schema 30 Generate an SSL Certificate for vcenter Chargeback Manager 35 Services Related to the vcenter Chargeback Manager 36 Accessing the vcenter Chargeback Manager 37 5 Upgrading vcenter Chargeback Manager 39 Pre-Upgrade Tasks for vcenter Chargeback Manager 39 Upgrade vcenter Chargeback Manager 40 Upgrading vcenter Chargeback Manager and Configuring in DMZ 42 6 Installing and Upgrading Data Collectors 45 Install vcenter Chargeback Manager Data Collector 46 Install vcloud Director Data Collector 48 Install vshield Manager Data Collector 51 Upgrade Data Collectors 53 7 Uninstalling vcenter Chargeback Manager 55 Uninstall vcenter Chargeback Manager 55 Uninstall Load Balancer 56 VMware, Inc. 3

4 vcenter Chargeback Manager Installation and Upgrade Guide Uninstall Data Collector 57 Index 59 4 VMware, Inc.

5 About the Guide The vcenter Chargeback Manager Installation and Upgrade Guide provides information about installing and upgrading VMware vcenter Chargeback Manager. This book also describes how to install and upgrade the different data collectors. Intended Audience This book is intended for anyone who wants to install or upgrade vcenter Chargeback Manager. The information in this book is written for experienced system administrators who are familiar with Windows, VMware vsphere, VMware vcloud Director, and basic database administration. VMware, Inc. 5

6 vcenter Chargeback Manager Installation and Upgrade Guide 6 VMware, Inc.

7 Introduction to vcenter Chargeback 1 Manager vcenter Chargeback Manager is an end-to-end cost reporting solution for virtual environments using vsphere. vcenter Chargeback Manager can also be used with VMware vcloud Director. Before you install and start using vcenter Chargeback Manager, an understanding of what is chargeback and about chargeback solutions for a virtual environment would be helpful. This chapter includes the following topics: What Is Chargeback, on page 7 Chargeback Solution for Virtual Environments, on page 7 Overview of vcenter Chargeback Manager, on page 8 Supported Product Integration, on page 9 What Is Chargeback Chargeback is a mechanism to account for the operational costs involved in providing and maintaining an IT infrastructure, including the costs for IT services and applications. Measuring resource utilization and calculating the corresponding IT operational cost enables you to account for the IT resources utilized and bill for the services provided. In a non-virtual environment, a physical server and the associated resources like the applications running on it can be easily mapped to the department using them, making the billing for such resource utilizations relatively easy. Also, costs incurred due to maintenance and licensing can be directly associated to a department, thereby enabling you to calculate the complete IT operational costs. In a virtual environment, however, the task of calculating the IT operational cost for each department becomes very difficult. Multiple virtual machines run on a physical server, which might be shared across different departments or cost centers in an organization. As a result, resource utilization for this server and, therefore, the cost incurred cannot be directly associated to any single department or cost center. The difficulty in accounting gets further compounded when applications and services get shifted over time to different servers, based on the load and available infrastructure resources. Chargeback Solution for Virtual Environments In a virtual environment, a chargeback solution requires a flexible metering system that can account for the utilization of resources shared across the organization. These measurements can be based on allocation or actual usage of individual servers and resources. In the case of VMotion, DRS, or HA being enabled, the measurements could be based on the allocation or actual usage of resource pools. VMware, Inc. 7

8 vcenter Chargeback Manager Installation and Upgrade Guide To support chargeback, the virtual environment and the chargeback solution must provide ways to measure resource usage and associate the usage with a specific pricing model. The chargeback solution must also support the use of different pricing models so as to charge the various departments or cost centers differently. A chargeback solution for a virtual environment defines a hierarchy with different types of entities such as departments, divisions, business units, cost centers, physical servers, virtual machines, and so on. For each entity type, a pricing model is defined that determines the rate for each unit of a resource utilized. The chargeback solution determines the resource usage by using either utilization-based metering or allocationbased metering of virtual machines. The metered parameters are then associated with the designated entities, and the pricing model defined for that entity along with specific chargeback formulas are used as part of the overall chargeback solution. Overview of vcenter Chargeback Manager Determining the resource utilization and calculating the corresponding cost for a virtual environment that uses VMware vsphere typically involves VMware professional services work or use of partner solutions. These solutions are built using custom methods for VMware vsphere resource data collection and chargeback cost calculation for organizations. vcenter Chargeback Manager is an end-to-end cost reporting solution for virtual environments that use VMware vsphere. This Web-based application interacts with the vcenter Server Database to retrieve usage information, calculates the cost by using the defined chargeback formulas, and generates cost and usage reports. Figure 1-1 shows how vcenter Chargeback Manager interacts with various components of a virtual environment using VMware vsphere. Figure 1 1. vcenter Chargeback Manager in a Virtual Environment ESXi host01 ESXi host02 ESXi host03 vcenter Server database vcenter Server JDBC Data Collector VIM API vcenter Chargeback Manager database vcenter Chargeback Manager Load Balancer vcenter Chargeback Manager UI 8 VMware, Inc.

9 Chapter 1 Introduction to vcenter Chargeback Manager vcenter Chargeback Manager runs on an Apache Tomcat server instance. Users interact with vcenter Chargeback Manager through a load balancer (Apache httpd Server). vcenter Chargeback Manager connects to the vcenter Chargeback Manager database that stores application-specific information, such as the defined chargeback hierarchies, pricing models, users, roles, and so on. The application interacts with the vcenter Server using VIM APIs and with the vcenter Server database through a data collector. The data collector communicates with the vcenter Server Database using JDBC. When you install vcenter Chargeback Manager, a load balancer and a data collector can also be installed and run on the same machine. You can also choose to install the load balancer, vcenter Chargeback Manager server, and data collector on different machines. Although the vcenter Chargeback Manager database can also be installed on the same machine, in a real-world scenario you would install the application and the database on separate machines. vcenter Chargeback Manager retrieves the virtual infrastructure inventory and the resource usage information for each virtual machine from the vcenter Server database through the data collector. The data collector replicates this information in the vcenter Chargeback Manager database. vcenter Chargeback Manager uses this information from the vcenter Chargeback Manager database along with the pricing model and chargeback cost calculation formulas to generate the cost reports. A single data collector instance can communicate with multiple vcenter Server instances and vcenter Server databases and replicate the relevant information in a vcenter Chargeback Manager database. vcenter Chargeback Manager also lets you create a cluster of vcenter Chargeback Manager instances that share a single load balancer. Each user request is routed through the load balancer. The load balancer forwards the request to a vcenter Chargeback Manager instance in the cluster, while ensuring session affinity for an instance, based on the number of requests currently being serviced by each instance in the cluster. All the vcenter Chargeback Manager instances in a cluster are connected to the same vcenter Chargeback Manager database. If you have a VMWare vcloud Director setup, you can install the vcloud Director data collector and configure it appropriately so that the vcloud Director setup can be integrated with vcenter Chargeback Manager. You can then generate various reports of the organizations classified under the different categories, such as Pay-As-You-Go, Reservation, and Allocation Pool. Supported Product Integration vcenter Chargeback Manager integrates with various products from VMware and provides utilization and accounting information for different entities based of the configurations defined on the entities. VMware vsphere vcenter Chargeback Manager provides cost reporting solution for virtual environments that are created by using vsphere. You can integrate a vsphere setup with vcenter Chargeback Manager by installing and configuring an instance of the vcenter Chargeback Manager data collector. The vsphere inventory and the corresponding storage information along with the usage statistics is synchronized in the vcenter Chargeback Manager database by the data collector on a periodic basis. This integration provides cost reporting solution for virtual environments created by using vsphere. This allows charging for vsphere inventories such as ESXi hosts, virtual machines, and resource pools. VMware vcloud Director You can integrate a vcloud Director setup with vcenter Chargeback Manager by installing and configuring an instance of the vcloud Director data collector. The vcenter Servers configured in the vcloud Director must also be added to vcenter Chargeback Manager. You can then generate cost and usage reports for various org vdcs that are classified under different categories, such as Pay-As-You-Go, Reservation, and Allocation Pool. VMware, Inc. 9

10 vcenter Chargeback Manager Installation and Upgrade Guide VMware vshield Manager To obtain the usage data associated with the network entities from your vcloud Director setup in to vcenter Chargeback Manager, you must install and configure the vshield Manager data collector. This enables metering and charging for external network bandwidth. VMware vcenter Operations Manager vcenter Chargeback Manager can be integrated with vcenter Operations Manager to generate dashboard reports on vsphere inventories. The dashboard reports showcase various information, such as, projected cost for future time period and cost optimization opportunities along with associated cost savings for the vsphere entities. This integration is done by adding a vcenter Server that is integrated with vcenter Operations Manager to vcenter Chargeback Manager. VMware IT Business Management Suite The vcenter Chargeback Manager connector for IT Business Management Suite is a Windows-based application that obtains the virtualization costs from vcenter Chargeback Manager and provides this cost data to IT Business Management Suite so that it can include the virtualization costs in the Cost Model. The connector scans vcenter Chargeback Manager for a specific hierarchy and creates a report schedule in vcenter Chargeback Manager to generate cost report for this hierarchy on a daily basis. The connector also fetches the generated and archived report, and provides the cost data for each virtual machine in the hierarchy to IT Business Management Suite. IT Business Management Suite populates detailed analysis and reports in its Cost Model and dashboard. In an integrated setup, the connector and the vcenter Chargeback Manager are deployed on site, while the IT Business Management Suite is deployed as a SaaS application. The integration of vcenter Chargeback Manager with IT Business Management Suite provides CIOs visibility across all IT assets, and enables them to easily identify the cost reduction opportunities by comparing virtualization costs and physical costs. 10 VMware, Inc.

11 System Requirements 2 Before you install vcenter Chargeback Manager, you must ensure that the minimum hardware and software requirements are met. This chapter includes the following topics: Hardware Requirements, on page 11 Software Requirements, on page 12 Hardware Requirements The system on which vcenter Chargeback Manager is installed must meet the minimum hardware requirements for installing and running the application. vcenter Chargeback Manager Server vcenter Chargeback Manager can be run on a computer or a virtual machine that matches or exceeds the following hardware specifications: 2.0GHz or faster Intel or AMD x86 processor; preferably a multi-core processor 4GB or more of RAM A minimum of 2GB disk storage (3GB recommended) 10/100 Ethernet adapter (Gigabit recommended) If you install the load balancer and data collector on the same machine as the vcenter Chargeback Manager, then additional storage, memory, and processor capacity are required. Each data collector instance requires at least 1GB of RAM. vcenter Chargeback Manager Database Preferably, do not install the vcenter Chargeback Manager and the corresponding database on the same machine. The hardware requirements for the database depends on the database type. vcenter Chargeback Manager supports Microsoft SQL Server and Oracle Database. Refer to the product documentation of your database management system for the hardware specifications. If you are using Oracle Database, then ensure that database is allocated at least 4GB of memory. The size of the vcenter Chargeback Manager database can be estimated by using the database size calculation tool, CBM DB Size Calculator.xlsm. This file is located at In addition to the database size, ensure that you provide sufficient log space. If possible, configure the logs to unrestricted growth mode. VMware, Inc. 11

12 vcenter Chargeback Manager Installation and Upgrade Guide Software Requirements Other than an operating system, you must have a database management system and a Web browser installed to run and access vcenter Chargeback Manager. Operating Systems vcenter Chargeback Manager can be installed and run on the following operating systems (32-bit and 64- bit): Microsoft Windows Server 2003 with Service Pack 2 Microsoft Windows Server 2003 R2 Microsoft Windows Server 2008 with Service Pack 2 Microsoft Windows Server 2008 R2 (64-bit only) Microsoft Windows Server 2008 with Service Pack 1 Microsoft Windows Server 2012 Standard 64-bit operating systems give the App Server more addressable memory and are therefore preferred over 32-bit operating systems. Database Management Systems vcenter Chargeback Manager supports the following database management systems: Microsoft SQL Server 2008 R2 (32-bit and 64-bit) (Standard and Enterprise) Microsoft SQL Server 2008 with Service Pack 2 (32-bit and 64-bit) (Standard, Enterprise, and Datacenter) Microsoft SQL Server 2005 with Service Pack 4 (32-bit and 64-bit) (Standard, Enterprise, and Datacenter) Microsoft SQL Server 2012 vcenter Chargeback Manager supports the Standard and Enterprise edition of the following database management systems (both 32-bit and 64-bit): Oracle Database 11g Release 2 Oracle Database 11g Release 1 Oracle Database 10g Release 2 Oracle Database 10g Release 1 Oracle 12c If you are using an Enterprise edition database management system that supports database partitioning, then the vcenter Chargeback Manager installer creates partition tables in the vcenter Chargeback Manager database. The partitioning of the database helps in enhancing the performance of vcenter Chargeback Manager. Web Browsers and Flash Player Plug-In vcenter Chargeback Manager is a browser-based application that is tested and supported on the following: Microsoft Internet Explorer 8.0 and 9.0 Mozilla Firefox 25.0 and Adobe Flash Player for Windows Plug-in version 10.1 or later Adobe Flash Player for Linux Plug-in version 10.1 or later 12 VMware, Inc.

13 Chapter 2 System Requirements Adobe PDF Reader plug-in for Internet Explorer VMware vcenter Server vcenter Chargeback Manager supports the following vcenter Server releases: vcenter Server 5.5 vcenter Server 5.1 vcenter Server 5.0 Update 1b vcenter Server 4.1 and later releases vcenter Server 4.0 and later releases IMPORTANT We recommend that you do not add a vcenter Server 5.0 or vcenter Server 5.0 Update 1 server to vcenter Chargeback Manager because of a known memory leak issue. Also, do not add a vcenter Server 5.0 Update 1a server because of a known upgrade issue in vcenter Server. If you have a vcenter Server 5.0, vcenter Server 5.0 Update 1, or vcenter Server 5.0 Update 1a server, then first upgrade this to vcenter Server 5.0 Update 1b and then configure it in vcenter Chargeback Manager. VMware vcloud Director vcenter Chargeback Manager supports the following vcloud Director releases: vcloud Director 5.5 vcloud Director 5.1 vcloud Director 1.5 and later releases VMware, Inc. 13

14 vcenter Chargeback Manager Installation and Upgrade Guide 14 VMware, Inc.

15 Install and Upgrade Prerequisites 3 Before installing or upgrading vcenter Chargeback Manager, you must peform few pre-installation tasks. This chapter includes the following topics: Network Management Prerequisites, on page 15 Database Management Prerequisites, on page 16 Other System Prerequisites, on page 18 Pre-installation Checklist, on page 19 Download and Extract the vcenter Chargeback Manager Installer, on page 20 Network Management Prerequisites To ensure successful installation and upgrade of vcenter Chargeback Manager, the networking-related preinstallation tasks must be completed. You must perform the following pre-installation tasks: Check whether the required ports are free. Ensure that the ports that you specify during the installation are free. While installing, you must provide the port details for the following applications and protocols: HTTP port Load-balancer port HTTPS port This port is used by vcenter Chargeback Manager for communication using the HTTP protocol. The default port number is This port is used by vcenter Chargeback Manager to communicate with the load balancer. The default port is This port is used by the load balancer to listen for user requests. The default port is 443. If any of the specified port is also configured for another service and the service is not running, then the installer will use the specified port. However, this might result in a port conflict and either of the configured services might fail. If you are upgrading an existing vcenter Chargeback Manager setup, then note down the ports currently used by the application and enter the same port details during upgrade. Set a static IP address on the machine. Before you install the vcenter Chargeback Manager, you must obtain a static IP address from your network administrator. Set this IP address on the machine on which you are going to install vcenter Chargeback Manager. Preferably, obtain and set static IP addresses on all the servers and databases that the vcenter Chargeback Manager communicates with. VMware, Inc. 15

16 vcenter Chargeback Manager Installation and Upgrade Guide Alternately, you can use the fully-qualified domain name (FQDN) for all the servers and databases that vcenter Chargeback Manager communicates with. IMPORTANT In the case of a multi-homed machine, you can configure vcenter Chargeback Manager with only one interface. That is to say, although you can install vcenter Chargeback Manager on a multi-homed machine, you can use only the IP address or FQDN that you provide during the installation to access and use vcenter Chargeback Manager. Also, if the different components, such as data collectors and vcenter Servers, in a vcenter Chargeback Manager setup are installed on multihomed machines, vcenter Chargeback Manager communicates with these components by using the URL specified when configuring the components in vcenter Chargeback Manager. Chargeback Port Details used by Server and its Components CBM to LoadBalancer - port (default) 8009 End user (webbrowser) to LB/CBM - port (http default) 8080 End user (webbrowser) to LB/CBM - port (https default) 443 CBM collector to vcenter DB - port (default) 1521/1433 CBM collector to vcenter - port (default) 8080 CBM collector to CBM DB - port (default) 1521/1433 vcloud collector to vcd DB - port (default) 1521/1433 vcloud collector to vcd - port (default) 443 vcloud collector to CBM DB - port (default) 1521/1433 vshield collector to vshield Manager - port (default) 443 vshield collector to CBM DB - port (default) 1521/1433 Database Management Prerequisites Performing the database management-related pre-installation tasks ensures that you have a database and a database user account with the required privileges that the application can use. Before you begin the vcenter Chargeback installation you must create a vcenter Chargeback Manager database and a corresponding database user. vcenter Chargeback Manager stores the application-specific data, such as pricing models, chargeback hierarchies, and users and roles, in the vcenter Chargeback Manager database. You must, therefore, first create a database for storing this data. The database management systems supported by vcenter Chargeback Manager are listed in Software Requirements, on page 12. You can either create the database yourself by referring to the corresponding product documentation or ask your database administrator to create one for you. Ensure that the database is not configured to be case-sensitive. If you are using an Oracle database as the vcenter Chargeback Manager database, you must configure the database to use the Unicode (AL32UTF8) character set to support the following scenarios: You want to deploy the vcenter Chargeback Manager database in a non-english environment. You want to synchronize the vcenter Chargeback Manager database with a vcenter Server database that has non-english data. 16 VMware, Inc.

17 Chapter 3 Install and Upgrade Prerequisites You must provide the details of the database and database user when installing vcenter Chargeback Manager. The installer uses these details to create the database schema and objects. Also, vcenter Chargeback Manager and the data collector authenticates in to the database by using this database user account to perform the necessary database operations. NOTE Instead of using the default database users, such as sa, SYS, and SYSTEM, create a database user with just the required privileges and access the database with this users credentials. This is a good security practice. vcenter Chargeback Manager Database User Privileges in Oracle Database After you create a database instance and a database user in Oracle Database that vcenter Chargeback Manager can use, you must assign the following system roles and privileges to this user. CONNECT RESOURCE CREATE TRIGGER CREATE TABLE CREATE VIEW CREATE PROCEDURE CREATE SEQUENCE DROP TABLE This privilege is required when upgrading vcenter Chargeback Manager. vcenter Chargeback Manager Database User Privileges in SQL Server After you create a database instance and a database user in SQL Server that vcenter Chargeback Manager can use, you must assign privileges to this user by running the following commands in SQL Server: CREATE ROLE CB_ADMIN_ROLE; GRANT ALTER ON SCHEMA :: DBO TO CB_ADMIN_ROLE; GRANT REFERENCES ON SCHEMA :: DBO TO CB_ADMIN_ROLE; GRANT INSERT ON SCHEMA :: DBO TO CB_ADMIN_ROLE; GRANT SELECT ON SCHEMA :: DBO TO CB_ADMIN_ROLE; GRANT DELETE ON SCHEMA :: DBO TO CB_ADMIN_ROLE; GRANT UPDATE ON SCHEMA :: DBO TO CB_ADMIN_ROLE; GRANT EXECUTE ON SCHEMA :: DBO TO CB_ADMIN_ROLE; GRANT ALTER ANY DATASPACE TO CB_ADMIN_ROLE; GRANT CREATE TABLE to CB_ADMIN_ROLE; GRANT CREATE VIEW to CB_ADMIN_ROLE; GRANT CREATE PROCEDURE to CB_ADMIN_ROLE; GRANT CREATE FUNCTION TO CB_ADMIN_ROLE; GO sp_addrolemember CB_ADMIN_ROLE, <db_username> The commands provided assume that DBO is the default schema for the database user. Ensure the you provide the ALTER ANY DATASPACE privilege. This is privilege is required to run the database partitioning scripts during upgrade. VMware, Inc. 17

18 vcenter Chargeback Manager Installation and Upgrade Guide Maximum Number of Connections to the Database The vcenter Chargeback Manager and corresponding data collectors, including the vcloud Director data collector and vshield Manager data collector, connect to the vcenter Chargeback Manager database to read and write data. You must configure the database to ensure that the maximum number of connections can be made to the vcenter Chargeback Manager database by each of the components. Table 3-1 lists the maximum number of connections made to the vcenter Chargeback Manager database by a single instance of vcenter Chargeback Manager, vcenter Chargeback Manager data collector, vcloud Director data collector, and vshield Manager data collector. The table also lists the maximum connections made to the vcenter Server database by a single instance of the vcenter Chargeback Manager data collector. Table 3 1. Maximum Number of Database Connections Component Database Maximum Connections vcenter Chargeback Manager server vcenter Chargeback Manager data collector vcloud Director data collector vshield Manager data collector vcenter Chargeback Manager database vcenter Chargeback Manager database vcenter Chargeback Manager database vcenter Chargeback Manager database Although a single connection is made, the connection pool requires 10 connections 10 Although a single connection is made, the connection pool requires 10 connections vcenter Chargeback Manager data collector vcenter Server database 5 If you have a vcenter Chargeback Manager cluster and also multiple instances of the vcenter Chargeback Manager data collector, then you must configure the database connection numbers appropriately. Other System Prerequisites Apart from the networking and database management related prerequisites, you must perform few other pre-installation tasks to ensure that vcenter Chargeback Manager is successfully installed and upgraded. You must perform the following pre-install tasks: Ensure that system time of all the servers and databases are in sync. You must ensure that the system time of the machines on which you install vcenter Chargeback Manager and vcenter Chargeback Manager database are in sync. If you plan to install one or more data collectors on different machines, then the system time of these machines must be in sync with that of the machines on which vcenter Chargeback Manager and vcenter Chargeback Manager database are installed. Also, the system time of the vcenter Servers and the vcenter Server databases that you configure in vcenter Chargeback Manager must be in sync with the that of the machine on which vcenter Chargeback Manager is installed. In short, the system time of the machines on which vcenter Chargeback Manager and the applications and databases that it communicates with are installed must be in sync. 18 VMware, Inc.

19 Chapter 3 Install and Upgrade Prerequisites Ensure that MSI Installation is enabled. Before you start the installation, you must ensure that MSI installation is enabled on the machine. If not, you must manually install Microsoft Visual C Redistributable Package (x86) before running the vcenter Chargeback Manager installer. Ensure that port exceptions are configured on the Windows firewall. If the Windows Firewall is enabled, you must set the port exceptions for the HTTP, load balancer, and HTTPS ports on the Windows Firewall. If these exceptions are not set, the application will be not be usable. Ensure that the Windows user has the Log on as a service permission. If you want to use the Windows authentication option for the vcenter Chargeback Manager database, you must ensure that the Windows user has the Log on as a service permission. If this permission is not set on the user, the installation will fail. Also, the installer must be run in the context of this Windows user. Pre-installation Checklist The pre-installation checklist helps you ensure that you have all the required information and have performed the necessary pre-install tasks. Table 3-2 lists the pre-install requirements. Table 3 2. vcenter Chargeback Manager Pre-Install Checklist Item Requirement Checked Hardware Configuration CPU 2.0GHz or faster Intel or AMD x86 processor; preferably a multi-core processor RAM 4GB or more Disk space Minimum 2GB; Recommended 3GB or more Card 10/100 Ethernet adapter (Gigabit recommended) Network Configuration FQDN or static IP Address Write down the FQDN or IP address of the machine on which you plan to install vcenter Chargeback Manager. If you are using an IP address, ensure that the machine has a static IP address. Port Numbers HTTP Port (default: 8080) Database Configuration Load-balancer Port (default: 8009) HTTPS Port (default: 443) Ensure that the default ports are free. If not, use any other free ports. Note down the port numbers that you want to use. Type Database name URL Microsoft SQL Server 2005 or later Oracle Database 10g or later Create a database for vcenter Chargeback Manager and note down the database name. IP address of the vcenter Chargeback Manager database. Ensure that the machine on which the database is installed has a static IP address. TNS listener port for Oracle database Database instance name for SQL Server database VMware, Inc. 19

20 vcenter Chargeback Manager Installation and Upgrade Guide Table 3 2. vcenter Chargeback Manager Pre-Install Checklist (Continued) Item Requirement Checked Database user name and password User name of the database user who has privileges to create and delete schema, as well as to read from and write to the database. Password for this user If you are using Windows Authentication for a Microsoft SQL Server database, then you must have the Windows user account name. This user must have the Log on as a service permission. Password for this Windows user account If you are using Windows authentication, ensure that you run the installer in the context of this Windows user. Software Configuration System Time Microsoft SQL Server MSI Installation Port Exceptions on Windows Firewall Ensure that system time of all the servers and databases are in sync Ensure that the SQL Server Browser service is running if you are using a database instance name and dynamic database instance port to connect to the vcenter Chargeback Manager database. Is MSI installation enabled? If not, install Microsoft Visual C Redistributable Package (x86). If you have enabled Windows Firewall, you must set the port exceptions for the HTTP port, load balancer port, and HTTPS port. Download and Extract the vcenter Chargeback Manager Installer You must first download the installer files and extract its contents on to the machine on which you want to install vcenter Chargeback Manager. You must run the installer on the local machine and not from a remote machine. Procedure 1 Download the installation-related files, vcenter-cb-version_number-build_number.zip, from 2 Extract the content of this ZIP file to the machine on which you want to install the application. The vcenter-cb.exe file is the installer file. What to do next Run the installer to install vcenter Chargeback Manager. 20 VMware, Inc.

21 Installing vcenter Chargeback 4 Manager After you have ensured that the minimum hardware and software requirements are met and the relevant pre-installation tasks are completed, you can install vcenter Chargeback Manager. vcenter Chargeback Manager can be installed as a stand-alone instance or you can create a cluster of vcenter Chargeback Manager instances. When you install vcenter Chargeback Manager a corresponding load balancer is installed and the vcenter Chargeback Manager database schema is created in the database. You can install the load balancer and the vcenter Chargeback Manager instance on different machines. This helps you to install the load balancer on a DMZ network and the vcenter Chargeback Manager on a secured internal network. You can choose to install a data collector along with vcenter Chargeback Manager on the same machine. Or, you can install one or more data collectors on different machines. However, you must install at least one data collector instance. This data collector fetches the relevant data from the vcenter Server database and replicates the same in the vcenter Chargeback Manager database. You can also install a vcenter Chargeback Manager instance and point it to a database that contains a valid vcenter Chargeback Manager database schema. This is useful when you want to move the vcenter Chargeback Manager and the vcenter Chargeback Manager database to a different machine from the one that they are currently installed on. Before you begin the installation, refer to the vcenter Chargeback Manager Best Practice and Troubleshooting Guide to know about the best practices for installing vcenter Chargeback Manager. This chapter includes the following topics: Install vcenter Chargeback Manager, on page 21 Create a vcenter Chargeback Manager Cluster, on page 26 Install vcenter Chargeback Manager with an Existing Database Schema, on page 30 Generate an SSL Certificate for vcenter Chargeback Manager, on page 35 Services Related to the vcenter Chargeback Manager, on page 36 Accessing the vcenter Chargeback Manager, on page 37 Install vcenter Chargeback Manager vcenter Chargeback Manager can be installed on any system or virtual machine that meets the system requirements. When you install the application for the first time, the installer performs the following tasks: Connects to the database and creates a schema for the application data. Installs the load balancer, which receives and routes all user requests to the application. VMware, Inc. 21

22 vcenter Chargeback Manager Installation and Upgrade Guide Installs the application. Installs the data collector, which synchronizes the vcenter Chargeback Manager database with the vcenter Server databases. NOTE If the installation fails due to some reason, the uninstaller is automatically invoked and all the components installed till the failure occurred is removed. When you install vcenter Chargeback Manager, you can choose to install the load balancer, vcenter Chargeback Manager server, and data collectors on the same or different machines. If you choose to install the load balancer and the vcenter Chargeback Manager server on different machines, then you must first install the load balancer and then the vcenter Chargeback Manager server. You can first install the load balancer on the DMZ network and then install vcenter Chargeback Manager and the data collectors in the internal network. The vcenter Chargeback Manager database also resides on the internal network. When you install the load balancer, the relevant data is stored in the vcenter Chargeback Manager database. When you run the installer on a different machine and provide the same database details, the installer provides you with an option to connect to the existing load balancer or install a new load balancer. Prerequisites Ensure that you run the installer on the machine on which vcenter Chargeback Manager has to be installed. Do not run it on a remote machine. Procedure 1 Run the vcenter-cb.exe file. The installation wizard is displayed. 2 Click Next on the Introduction screen. 3 Accept the end-user license agreement, and click Next. 4 Provide the path for the installation directory, and click Next. If the specified installation directory exists, ensure that it is empty. If the specified installation directory does not exist, the installer creates the directory. The install path must contain at least one folder. You cannot provide only the drive name. Also, the directory path must contain only ASCII characters. 5 Enter the vcenter Chargeback Manager database-related information, and click Next. Database Type Database URL The type of database used to create the vcenter Chargeback Manager database. This can be either SQL SERVER or ORACLE. The IP address or host name of the system on which the vcenter Chargeback Manager database is installed. For an SQL Server database, you can also provide the vcenter Chargeback Manager database instance name. The database instance name must contain only ASCII characters. For Oracle Database, the database URL can be in any of the following formats: IP Address Host Name For SQL Server, the database URL can be in any of the following formats: IP Address Host Name IP Address\Database Instance Name Host Name\Database Instance Name You can also specify a well formed JDBC URL that starts with 'jdbc' and contains the database name. 22 VMware, Inc.

23 Chapter 4 Installing vcenter Chargeback Manager Database Port Database Name SQL Authentication Mode Database Username Database Password (al) The port on which the database service is listening for requests. If the port number is not specified, the installer uses the default port. For an Oracle database, you must specify the TNS listener port if you are not using the default port For an SQL Server database, specify the database instance port if you are using a static port. Name of the database in which vcenter Chargeback Manager stores the application-specific data. For Oracle Database, ensure that you provide the service name and not the SID. This option is applicable only for SQL Server databases. For an SQL Server database, the authentication type can be either SQL Server Authentication or Windows Authentication. The name of the database user. The database user must have privileges to create and delete schema, as well as read from and write to the database. If you select Windows Authentication for SQL Authentication Mode, you must provide the Windows user account name. The user name must be of the form DomainName\UserName. Also, the user must have the Log on as a service permission. Password for the user name that you have provided. If you select Windows Authentication as the authentication type, you must provide the password for the Windows user account. Ensure that the Windows user account password does not contain any special characters. The installer might fail if the password contains special characters. If the database does not support partitions, a dialog recommending you upgrade the database to one that supports database partitions is displayed. If you want to use the specified database details, click Continue, else click Change database, go to previous screen and provide new database details. If the installer successfully connects to the database and the database user has CREATE, INSERT, and DROP privileges, the next screen is displayed. 6 Enter the load balancer-related information, and click Next. IP Address Admin Address HTTPS Port Static IP address or the FQDN of the machine on which you are installing load balancer. Do not use localhost instead of the IP address or FQDN. Also, if you are installing vcenter Chargeback Manager on a multi-homed machine, you can use only the IP address or FQDN that you provide in this step to access and use vcenter Chargeback Manager. address of the server administrator. Ensure that the address contains only ASCII characters. An unused port through which the Apache Server can communicate. The load balancer listens on this port for user requests. If the specified port is free, the next screen is displayed. 7 Select Install vcenter Chargeback Manager Server, enter the IP address and port details for the vcenter Chargeback Manager, and click Next. IP Address HTTP Port Static IP address or the FQDN of the machine on which you are installing vcenter Chargeback Manager. Do not use localhost instead of the IP address or the FQDN. An unused HTTP port through which vcenter Chargeback Manager can communicate. VMware, Inc. 23

24 vcenter Chargeback Manager Installation and Upgrade Guide Load-Balancer Port Server Instance Name An unused port through which vcenter Chargeback Manager can communicate with the load balancer (Apache Server). A unique user-defined name for the vcenter Chargeback Manager instance. This name is used by the load balancer to identify the instance. Ensure that the instance name contains only ASCII characters. If the specified ports are free, the next screen is displayed. If you are installing only the load balancer, then ensure that the Install vcenter Chargeback Manager Server option is not selected and click Next. 8 Enter a user name and password for the vcenter Chargeback Manager administrative account, and click Next. The password must contains at least 8 characters and should not exceed 24 characters in length. The password cannot be same as the user name. Also, the password must include a combination of uppercase and lower-case characters. NOTE If you are using Oracle Database for your vcenter Chargeback Manager database, ensure that the user name for the administrative account contains only ASCII and non-ascii characters. Extended ASCII characters in the user name is not supported. This restriction is not applicable if you are using Microsoft SQL Server for you vcenter Chargeback Manager database. If you are installing only the load balancer, then this screen is not displayed. 9 Select the data collectors that you want to install and click Next. The Install vcenter Chargeback Manager Data Collector option is selected by default. You must have at least one instance of this data collector running and registered with the application for the database synchronization jobs to run. You can optionally choose to install the vcloud Director data collector and vshield Manager data collector. All the data collectors can be installed even after a vcenter Chargeback Manager instance is installed. If you are installing the vshield Manager data collector, choose to install the vcloud Director data collector too or ensure that at least one instance of vcloud Director data collector is running. If you installing only the load balancer, then you cannot select any data collectors for installation. 10 If you chose to install the vcloud Director data collector, provide information about the vcloud Director setup, and click Next. vcloud Director Hostname/IP or URL Username Password Static IP address or the FQDN of the machine on which the vcloud Director setup is running. You can also provide the complete URL that you use to access the vcloud Director setup. The administrative username to access the vcloud Director setup. Password for the administrative user account. The installer checks the version of the vcloud Director setup. If you have a vcloud Director 1.5.x setup, the installer request for the vcloud Director database details. If you have a vcloud Director 5.1 setup, the installer does not require the corresponding database details. 24 VMware, Inc.

25 Chapter 4 Installing vcenter Chargeback Manager 11 (al) If you have a vcloud Director 1.5.x setup, enter the corresponding vcloud Director database-related information, and click Next. Database Type Database URL Database Port Database Name Database Username Database Password The type of database used to create the vcloud Director database. The permissible values are ORACLE and SQL Server. The IP address of the system on which the vcloud Director database is installed. The database URL can be in any of the following formats: IP Address Host Name You can also specify a well formed JDBC URL that starts with 'jdbc' and contains the database name. If you want to connect to a SQL Server vcloud Director database by using Windows Authentication, then you must provide a JDBC URL of the following form: jdbc:sqlserver://;servername={hostname};databasename={dbnam e};integratedsecurity=true The Windows user account used to log in to the vcloud Director database is same as the domain user credentials used for running the installer. (al) The port on which the database service is listening for requests. If the port number is not specified, the installer uses the default port. You must specify the TNS listener port if you are not using the default port Name of the database in which vcloud Director stores the applicationspecific data. This must be the service name and not the SID. The name of the database user. The database user must have privileges to read the vcloud Director database objects. If you have provided a JDBC URL with Windows Authentication for an SQL Server database, this database user account is not used for logging in to the database. However, you must provide the database user account information. Password for the user name that you have provided. If the installer successfully connects to the database, the next screen is displayed. 12 Review the information displayed on the Pre-Installation Summary screen, and click Install. The installer starts installing the various components and creating the database schema. If you are also installing the vcloud Director data collector, click OK in the dialog box. If the installation is successful, the URL for accessing the vcenter Chargeback Manager is displayed. 13 Note this URL, and click Done. The installer displays a dialog stating whether you want to generate the default SSL certificate or generate your own SSL certificate. VMware, Inc. 25

26 vcenter Chargeback Manager Installation and Upgrade Guide 14 To generate your own SSL certificate, click Generate my own SSL Certificate. A command-line window is displayed. a Provide a pass phrase for the default key and press Enter. You are prompted to enter the pass phrase three more times. Provide the same pass phrase and press Enter each time. b Provide the required certificate information and press Enter. You are prompted to enter the following information: Country Code: A two letter code for the country. State or Province Name: Name of the state or province. Locality Name: Name of the city or town. Organization Name: Name of the organization. Organization Unit Name: Name of the department or organization unit. Common Name: Your name. Address: An address. c Provide the requested extra attributes for the certificate and press Enter. You are prompted to enter the following information: A challenge password: A user-defined password. An optional company name: Company name. This is optional and can be left blank. d e Provide the pass phrase and press Enter. Press any key to complete the process and close the window. An SSL certificate is successfully installed. If you click Generate default SSL Certificate, an SSL certificate with default values is generated. You are not prompted for any information. Press any key, when prompted, to close the command-line window. What to do next If you have installed only the load balancer, then you can install the vcenter Chargeback Manager server on a different machine. Ensure that you provide the same database details and the IP address on the load balancer when installing the vcenter Chargeback Manager server. Create a vcenter Chargeback Manager Cluster Apart from installing standalone vcenter Chargeback Manager instances, you can also create a cluster of vcenter Chargeback Manager instances. A cluster has more than one vcenter Chargeback Manager instance accessing the same vcenter Chargeback Manager database and having a common load balancer. Cluster Installation When you install vcenter Chargeback Manager for the first time on a machine, a load balancer is installed. The load balancer enables you to run more than one instance of the vcenter Chargeback Manager, with each instance accessing the same vcenter Chargeback Manager database. These vcenter Chargeback Manager instances form a cluster. All user requests are routed through the load balancer. Also, all the instances in the cluster share the same administrative account information. NOTE Ensure that each instance of vcenter Chargeback Manager in the cluster is of the same version. 26 VMware, Inc.

27 Chapter 4 Installing vcenter Chargeback Manager The load balancer ensures that the vcenter Chargeback Manager instances are serving equal number of concurrent sessions. New sessions are distributed to the instances in a round-robin fashion. Also, if one of the instances fails, any request currently being serviced by that instance is automatically redirected to another instance in the cluster. For the failover to happen successfully, you must ensure the following: All the vcenter Chargeback Manager instances in the cluster, the vcenter Chargeback Manager database, and the data collectors have the same system time. That is, the system times are in sync. All the vcenter Chargeback Manager instances in the cluster are in the same network domain. Multicasting must be enabled on the machine on which the vcenter Chargeback Manager instance is installed. Installing a vcenter Chargeback Manager Cluster Instance You can create a cluster of vcenter Chargeback Manager instances that use the same database and load balancer. You have installed a vcenter Chargeback Manager instance and the corresponding load balancer and vcenter Chargeback Manager database. To install another instance of vcenter Chargeback Manager and create a cluster, perform the following tasks. NOTE If the installation fails due to some reason, the uninstaller is automatically invoked and all the components installed till the failure occurred is removed. Procedure 1 Run the vcenter-cb.exe file. The installation wizard is displayed. 2 Click Next on the Introduction screen. 3 Accept the end-user license agreement, and click Next. 4 Provide the path for the installation directory, and click Next. If the specified installation directory exists, ensure that it is empty. If the specified installation directory does not exist, the installer creates the directory. The install path must contain at least one folder. You cannot provide only the drive name. Also, the directory path must contain only ASCII characters. 5 Enter the details of an existing vcenter Chargeback Manager database, and click Next. Database Type Database URL The type of database used to create the vcenter Chargeback Manager database. This can be either SQL SERVER or ORACLE. The IP address or host name of the system on which the vcenter Chargeback Manager database is installed. For an SQL Server database, you can also provide the vcenter Chargeback Manager database instance name. The database instance name must contain only ASCII characters. For Oracle Database, the database URL can be in any of the following formats: IP Address Host Name For SQL Server, the database URL can be in any of the following formats: IP Address Host Name IP Address\Database Instance Name Host Name\Database Instance Name You can also specify a well formed JDBC URL that starts with 'jdbc' and contains the database name. VMware, Inc. 27